Schwab 1000 Index ETF
SCHK
125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
2.38% more ownership
Funds ownership: 86.84% → 89.23% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 131 → 125 (-6)
12% less capital invested
Capital invested by funds: $1.01B → $886M (-$125M)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$44.3M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$8.14M |
| 3 |
Jane Street
New York
|
+$2.4M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$2.02M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
-$2.56M |
| 2 |
Goldman Sachs
New York
|
-$959K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$670K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$654K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$624K |
SCHK Hedge Fund Activity: Q2 2022 in Review
125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2022, worth a combined $886M — down 12% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SCHK and 14 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 44 added.
The largest buyer was Financial Engines Advisors, adding an estimated $44.3M. The largest seller was Manchester Financial, exiting entirely with an estimated $2.56M sold.
- 125 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2022, down from 131 in Q1 2022.
- Funds reported $886M of Schwab 1000 Index ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 14 funds opened new Schwab 1000 Index ETF positions in Q2 2022 and 20 closed out, a net change of -6 holders.
- The largest Schwab 1000 Index ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $44.3M added.
- The largest Schwab 1000 Index ETF seller in Q2 2022 was Manchester Financial, an estimated $2.56M sold.
Based on aggregated 13F filings for Q2 2022.